Entravision

Owns Spanish-language TV and radio stations and helps apps buy ads.

Owns it

What the manager says

In short: Its ad-tech arm Smadex earns strong profits, yet the whole company is priced cheaply, manager believes.

Share of the fund

Not disclosed

Earlier change

Bought for the first time

Apr–Jun 2026

Named in

Q2 and Q3 2026 letters

Also owned by

No other fund we follow

More about Entravision

This fund doesn’t file the government report, so share counts aren’t public.

Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works